高盛发表研究报告指,该行更新年底前中国互联网及人工智能子板块偏好,将游戏及娱乐提升为防守性增长首选,其次为云及数据中心,以及垂直/教育,因疲弱宏观趋势继续拖累电商。腾讯控股(00700.HK) 、网易(NTES.US) 、阿里巴巴(09988.HK) 、世纪互联(VNET.US) 、新东方(EDU.US) 、贝壳(BEKE.US) 、京东(JD.US) 及MiniMax(00100.HK...
Source Link高盛发表研究报告指,该行更新年底前中国互联网及人工智能子板块偏好,将游戏及娱乐提升为防守性增长首选,其次为云及数据中心,以及垂直/教育,因疲弱宏观趋势继续拖累电商。腾讯控股(00700.HK) 、网易(NTES.US) 、阿里巴巴(09988.HK) 、世纪互联(VNET.US) 、新东方(EDU.US) 、贝壳(BEKE.US) 、京东(JD.US) 及MiniMax(00100.HK...
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